Aaniie Payments - Client and Client Representative Processing Payment via their Portal

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• Aaniie Payments - Setting up a Client to Make a Payment

  See attached tip sheet on how to set up a client to make future payments using Aaniie Payments

• Client Portal Usage

  Please see the attached PDF for instructions on how Clients and Representatives can use the Client Portal.

• Creating A Client Representative

  To set up a client representative: 1. Go to Menu/Clients/Representative Management 2. In the Representative Management section, click on the silhouette with the + icon towards the top right 3. Fill out all of the required fields and click “Register” ...

• Client Leads: Client Files

  Please view the attached PDF on how to add Client Files to a Client Lead.

• Client Representative visibility to Shift Signatures report

  To allow visibility for Client Representatives to the shift signature can be followed in the below steps: 1. Access the Shift Signature report via office. Menu>Accounting Shift Signatures. Select Send to Client Profile option and run report. 2. After ...